Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$155,880
+94.0%
3,454
+100.0%
0.01%0.0%
Q2 2023$80,369
-1.2%
1,7270.0%0.01%
-16.7%
Q1 2023$81,326
+2.4%
1,7270.0%0.01%0.0%
Q4 2022$79,390
+0.5%
1,7270.0%0.01%
-14.3%
Q3 2022$79,000
-62.2%
1,727
-60.5%
0.01%
-56.2%
Q2 2022$209,000
-5.4%
4,369
-0.1%
0.02%
+6.7%
Q1 2022$221,000
+1.8%
4,373
+9.3%
0.02%0.0%
Q4 2021$217,0004,0000.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders